Coaching

Financial coaching is a method in which YOU would meet with me one-on-one and enhance your investing results. Coaching is perfect for anyone who wants or needs a more personal approach and someone to guide and walk them through the whole process.

How Does It Work?

The process starts with an initial call to talk about what you are looking for and if it is something I can help you with.  This initial call is FREE and usually runs between 30 minutes to an hour.

If we agree to work together, we will then take care of the paperwork, begin to create a schedule, and start to put together a plan.

What Should You Expect?

My job as a coach is to guide you, educate you, and ultimately give you the knowledge to feel confident making your own investment decisions.

Coaching sessions are completely private, in-person or virtual, and customized to meet your individual needs. All of the coaching sessions are conducted in a non-biased atmosphere with a focus on you. I am not paid any commissions or sell any financial products, so you won’t have to worry about any sales pitches.  Additionally, your coaching sessions will be customized to meet your individual financial needs and answer all of your questions. I will provide you with all the information and support needed to get you where you want to be.

My coaching sessions have two primary focuses;

1. Helping one build or increase their financial independence by empowering them with essential skills to master and learn to invest for the rest of their life.
2. Teaching foundational financial literacy to help you understand and prepare for the financial road that you will encounter during your life

 Testimonial

To give an example of what type of returns are possible. One of my students based on their schedule and income, I was able to provide this student with techniques that has allowed them to achieve 10+% returns per month with consistency using very conservative techniques.

Returns can be higher or lower based on your dedication and personalized coaching plan.

Fee Schedule

Financial coaching is not inexpensive, but it can help you get results quickly.

Though you are under no obligation to do so, I recommend that you plan on a minimum of 2 to 3 months of coaching. This allows us to formulate your plan and gives you enough time to act towards your financial goals. I understand that everyone’s financial concerns and the situation is unique. To meet these needs, I offer customized coaching sessions that are tailored to your special concerns.

• Customized Investment / Trading Plan: $250 (one-time fee) and includes 2-hour call to review plan
• Additional coaching options. Each session has a duration of approximately 1.5 to 2 hours and is held at a location of your choice (Virtual for now).
  • 1 session per month:   $150
  • 2 sessions per month:  $250 (discount applied)
  • 3 sessions per month:  $325 (discount applied)

Availability

Email and phone support will also be available.